---
schema_version: "1"
id: 7be2380464d137b62bbf7c0fb76d220b486f0ce414beff2c1693b984e631eb7f
title: Set up a Hybrid User
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_setup_hybrid_user.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_setup_hybrid_user.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d6b7bac21b297c14b26c50bce75f5f70d2593e223b77081ff9c8525b3ae411cc
description: In Consumer Goods Cloud, Salesforce doesn't provide a separate user profile for hybrid users. Create a user profile or clone an existing Sales Rep user profile, and then assign the hybrid user permission set.
products:
  - Consumer Goods
release: "264"
---
# Set up a Hybrid User

In Consumer Goods Cloud, Salesforce doesn't provide a separate user profile for hybrid users. Create a user profile or clone an existing Sales Rep user profile, and then assign the hybrid user permission set.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions where Consumer Goods Cloud is enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d40439e64">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40439e64 ">To set up a hybrid user profile:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40439e64 ">System Administrator</td>

          </tr>
        </tbody>
      </table>

- [Upload Hybrid Persona Static Resource Data](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_upload_hybrid_user_data.htm&release=264.0.0&type=5 "When installing the Consumer Goods Cloud managed packages for the first time, use an Apex class to upload both the retail execution and direct store delivery data to Salesforce for a hybrid user persona."). If you're upgrading to the Consumer Goods Cloud Summer’25 managed package, upload the RetailHybridData static resource files. See [Additional Steps to Upgrade Managed Packages to Summer ’25](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_static_resources_upgrade_256.htm&type=5&language=en_US).
- Verify if custom role mapping for hybrid users is created in Custom Role User Mapping Record. See [Review Custom Permission User Role Mappings](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_offline_app_custom_user_role_mapping.htm&release=264.0.0&type=5 "With custom permission user role mapping, users can access the required features or processes they need for their role on the Consumer Goods Cloud mobile app. When you install the Consumer Goods Cloud managed package, the user role mapping is done automatically for custom permissions if you run the PostInstallDemoSetupDataBatch Apex class. If you're a customer who's upgrading the managed package, the user role mapping is done when you manually upload the demo data through Static Resource files for the release.").

Here are the steps to create a hybrid user.

1. Assign the CGCloud Retail Hybrid User permission set to the hybrid user in addition to the other permission sets needed for direct store delivery and retail execution. See [Assign Permission Sets to Managed Package Users](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_offline_app_permsets.htm&release=264.0.0&type=5 "Give users access to specific features and functions without altering the existing profiles of the users.").
    
    After you assign the permission set, the user can carry out both retail store and tour activities.
2. In Sync Configuration, assign the Hybrid sync configuration to a role or directly to a user. See [Map Users, Roles, and Profiles](https://help.salesforce.com/s/articleView?id=ind.se_task_sync_map.htm&type=5&language=en_US).
    
    The hybrid sync configuration makes sure that all data that is needed for users for tour and retail store activities is synced to the Consumer Goods (CG) Cloud offline mobile app. The CG Cloud offline mobile app syncs Retail Execution and Direct Store Delivery data based on ‌tracked objects, named queries, and named fetch trees mapped to the sync profile.
3. Add appropriate tour object references for the hybrid user to carry out retail orders alongside delivery and van sales orders. See [Set Up an Object Reference for a Tour Template](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_objectreference_tourtemplate.htm&release=264.0.0&type=5 "Use object references to define the allowed visits, signatures, and document types for a tour. You can add, create, and delete an object reference for a tour template.").